UHNW Client Advice
Get the latest news and analysis about the issues and strategies that can help advisors best serve and attract UNHW clients.
6 New Stats About Wealth in the U.S.
By Michael S. FischerThe U.S. is home to 53% of the world's ultra-wealthy individuals and 40% of millionaires, according to new data from Credit Suisse.
September 27, 2022
Goldman and BlackRock Sour on StocksGoldman's bearish take comes after its U.S. strategists slashed their year-end target for the S&P 500 Index to 3,600 from 4,300 last week.
September 27, 2022
Gundlach Starts Buying After Worst Treasury Rout in Decades"The U.S. Treasury Bond market is rallying," said Gundlach, whose firm manages more than $107 billion. "Been a long time."
September 26, 2022
10 Places to Meet Ultra-Wealthy Prospects This FallIt's not as difficult as you might imagine — but it'll cost you.
September 21, 2022
Ultra-Wealthy Clients Are Sitting on Cash, Ready to InvestActivity has picked up lately as they've pounced on "market dislocations," John Mathews, UBS' private wealth head, tells ThinkAdvisor.
September 20, 2022
12 Unexpected Places to Find Wealthy ProspectsYou don't have to join boards or attend $500-a-ticket galas to meet potential clients.
September 09, 2022
Sanctuary Wealth Picks Up 2 Advisor Teams From MerrillThe breakaway teams had a combined $1 billion in client assets under management.
September 07, 2022
Sun Life Takes Aim at Wealthy U.S. Clients With Advisors Asset Management DealWith the deal expected to be completed in early 2023, products may be ready for sale in the first half of the year.